Run your plan like a system— not a spreadsheet.
Keep up with every patient enrolled in your plan. Track benefits used and remaining, stay ahead of renewals, and surface exceptions early so your plan stays smooth for patients and staff.
We’ve lived the lane-to-optical workflow— so Patient Management connects the dots.
Designed to act like your plan assistant, aligning the steps your team already runs every day—from check-in to renewals— so plans stay organized and easy as you grow.
See who’s on plan—fast
Instantly understand who belongs to each account, where they are in the plan cycle, and what needs follow-up. No guessing, no opening multiple screens—just the context you need to keep the front desk moving.
Track benefits used vs remaining
Make benefit conversations simple. See what’s been used, what’s left, and when the next reset happens— so your team can guide patients clearly without doing mental math at checkout.
Coordinate seamlessly with optical
Keep optical aligned with plan status and benefit availability the moment a patient transitions from the lane. When everyone can see the same context, handoffs get cleaner and the patient experience feels effortless.
See recurring revenue and plan growth
Track recurring revenue, renewals, and growth trends—so you can forecast and staff with confidence.
Your operational backbone and co-pilot
DirectOD runs the operational system behind the scenes. We enforce the right sequence, catch issues early, and push every exception to resolution so your staff is not stuck managing the workflow.
- Sequence enforcement
- Exception routing
- QA coverage
We standardize how information enters your practice so nothing breaks downstream.
Verification happens early, with issues handled before they disrupt scheduling or billing.
Work moves forward continuously, with errors corrected instead of piling up for your team.
Exceptions are tracked and reviewed so operations stay consistent as you scale.
We run the system
DirectOD owns the operational flow, not isolated tasks or handoffs.
Issues stop with us
Breakdowns are handled internally so your team and patients feel a smooth operation.
Structure that scales
As volume grows, the workflow holds with consistent execution and QA.